Montecito Bank & Trust - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 662 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 1.15 and the average weighting 0.5%.

Quarter-by-quarter ownership
Montecito Bank & Trust ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$690,893
-10.5%
4,202
-22.0%
0.15%
-17.7%
Q3 2023$771,832
-3.8%
5,385
-0.1%
0.18%
-0.5%
Q2 2023$802,045
+11.0%
5,389
+4.5%
0.18%
+5.8%
Q1 2023$722,731
+100840.1%
5,155
-4.4%
0.17%
-1.1%
Q4 2022$716
-99.9%
5,391
-20.2%
0.17%
-22.0%
Q3 2022$858,000
+1.5%
6,753
+4.8%
0.22%
+10.9%
Q2 2022$845,000
-1.5%
6,445
+24.4%
0.20%
+24.8%
Q1 2022$858,000
-50.1%
5,179
-44.9%
0.16%
-47.2%
Q4 2021$1,719,000
+27.8%
9,397
+27.4%
0.30%
+16.9%
Q3 2021$1,345,000
+149.5%
7,376
+158.0%
0.26%
+153.4%
Q2 2021$539,000
+139.6%
2,859
+124.6%
0.10%
+119.1%
Q1 2021$225,000
+9.8%
1,273
-26.5%
0.05%
-16.1%
Q2 2020$205,000
+35.8%
1,732
+10.5%
0.06%
+5.7%
Q4 2016$151,0001,5670.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
ACT WEALTH MANAGEMENT, LLC 149,880$27,407,00015.78%
Freedman Financial Associates, Inc. 122,791$22,454,00015.34%
Tower Wealth Partners, Inc. 74,003$13,532,00013.71%
CWS Financial Advisors, LLC 209,161$38,247,00013.48%
SWM Advisors 170,400$28,914,00012.65%
Gleason Group, Inc. 196,416$35,917,00011.72%
Bridgeworth, LLC 264,525$48,371,00010.68%
Engrave Wealth Partners LLC 165,971$30,349,0008.76%
FC Advisory LLC 113,713$20,793,0008.69%
MAYPORT, LLC 63,233$11,563,0008.60%
View complete list of VANGUARD INDEX FDS shareholders